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InceptionR’s Pultegroup PHM Stock Holding History

InceptionR’s Portfolio PHM Stock Details PHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$404K Buy
+2,942
New +$357K 0.1% 383
2026
Q1 		– Sell
-11,927
Closed -$1.4M – 841
2025
Q4 		$1.4M Buy
11,927
+6,906
+138% +$847K 0.39% 44
2025
Q3 		$663K Buy
5,021
+758
+18% +$94.1K 0.16% 232
2025
Q2 		$450K Buy
+4,263
New +$430K 0.1% 343
2025
Q1 		– Sell
-5,464
Closed -$595K – 772
2024
Q4 		$595K Buy
+5,464
New +$709K 0.13% 294
2024
Q3 		– Sell
-3,819
Closed -$420K – 819
2024
Q2 		$420K Buy
+3,819
New +$434K 0.12% 329
2023
Q3 		– Sell
-3,228
Closed -$251K – 535
2023
Q2 		$251K Buy
+3,228
New +$219K 0.13% 313

Other funds holding PHM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

InceptionR's PHM Position: Q2 2026 in Review

InceptionR opened a new position in Pultegroup (PHM) in Q2 2026: 2,942 shares worth $404K. The stake represents 0.1% of the portfolio and ranks #383 among its holdings. This is a return to the name: InceptionR previously reported a position in PHM as recently as Q4 2025.

InceptionR first reported a position in PHM in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 1,041 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • InceptionR held 2,942 shares of Pultegroup worth $404K as of Q2 2026.
  • Pultegroup was a new InceptionR position in Q2 2026.
  • Pultegroup made up 0.1% of InceptionR's portfolio in Q2 2026, its #383 holding.
  • InceptionR first reported a position in Pultegroup in Q2 2023 and has held it in 7 quarters since.
  • InceptionR's Pultegroup position peaked at $1.4M in Q4 2025.
  • 1,041 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.